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The Morgan Stanley Space 60
Exhibit 1: The Morgan Stanley Space 60 maps the public-company “picks and shovels” behind the U.S. space economy. Instead of treating space as only rockets and satellites, it shows the full value chain from raw materials → specialty alloys → fuels → semiconductors → components → spacecraft/launch → satellite operators and services. The key idea is that space growth should not only benefit launch providers like Rocket Lab or spacecraft primes like MDA/Lockheed/Boeing, but also
Jagannath Kshtriya
6 days ago2 min read
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